Insurance Agency Branch Manager - MountainOne Insurance Agency

As Personal Lines Account Manager & Branch Manager, you will support, train and mentor Personal Lines Account Managers while maintaining a personal book of business.

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Parental Leave

Mon-Fri Schedule

Evenings Off

Retirement Plan

Career Growth Opportunities

Hands on Training

Disability Insurance

Life Insurance

Responsibilities

1. Manage a book of personal insurance clients

2. Provide personal lines account management support in secondary capacity. This includes:

a. Addressing insureds questions and concerns regarding policies, coverages and premium payments promptly via phone, email and in person.

b. Communicate with company personnel regarding coverage, policy changes and billing questions via phone and written communication.

c. Document all communications and interactions with clients, carriers and others in computer system.

d. Initiate appropriate policy and endorsement issuance via in-house agency system and carrier websites.

e. Update and maintain accurate client data such as address, phone #s, email address, etc.

f. Generate referrals to the agency.

3. Work with staff, supervisors and management to institute and implement departmental policies and procedures. This includes:

a. Onboarding training of new employees.

b. Ensuring continued flow of the department during vacations.

4. Maintain Compliance with all related company policies, confidentiality, standardized procedures and regulations.

5. Keep office supplies and equipment stocked as needed

6. Continuing education to keep abreast of company, agency and computer updates. Training and utilization of all rating programs.

7. Any duties as assigned

Secondary Responsibilities:

1. Perform same work-related responsibilities at other company locations as required.

2. Handle premium payments via in-house to post online or mail accordingly.

3. Reconciling cash drawers.

1. Minimum of 3 years of Insurance experience

2. Prior management experience

3. High School Diploma

4. Understanding of Insurance work methods and procedures.

5. Ability to verbally present information to clients, company and agency staff.

6. Ability to be self-motivated, provide problem solving capabilities and prioritize multiple tasks.

7. Commitment to the companys culture and established service standards.

8. Ability to deal with and show discretion in confidential matters.

9. 50% availability to work in different branch locations.

10. 25% availability to travel outside of 25-mile radius.

11. Ability to sit, drive, bend, answer phones and perform computer input.